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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
BWM
4176
Biltmore Wealth Management
Arizona
$230M +$36.5M +19% 3.9% 55.6% 67 59.7%
PFSC
4177
Peoples Financial Services Corp
Pennsylvania
$230M +$12.5M +6% 6.52% 93% 308 9.74%
QPWM
4178
Quadrant Private Wealth Management
Pennsylvania
$230M +$5.41M +2% 6.78% 87.9% 198 9.6%
CI
4179
Cavalier Investments
Georgia
$230M +$11.2M +5% 5.75% 171% 121 33.88%
GTCM
4180
Gyon Technologies Capital Management
New Jersey
$230M -$61M -21% 8.19% 42.2% 556 70.14%
NFGCM
4181
Norman Fields Gottscho Capital Management
New York
$230M +$4.91M +2% 3.23% 94% 71 16.9%
SL
4182
SOF Ltd
Cayman Islands
$229M +$55.7M +32% 32% 42.3% 1 0%
IA
4183
IAM Advisory
Pennsylvania
$229M +$30.3M +15% 5.94% 74.5% 71 15.49%
NG
4184
NWK Group
California
$229M -$3.41M -1% 4.15% 268% 225 31.11%
MPAM
4185
Murphy Pohlad Asset Management
Minnesota
$229M +$27.4M +14% 11.2% 75.1% 110 13.64%
RFA
4186
Radnor Financial Advisors
Pennsylvania
$229M +$13.8M +6% 4.96% 3.04% 23 8.7%
BWAM
4187
Boyd Watterson Asset Management
Ohio
$229M +$18.6M +9% 7.37% 101% 150 17.33%
CC
4188
Cowbird Capital
New York
$229M +$1.16M +0.5% 11.8% 21.3% 16 50%
AA
4189
Ashford Advisors
New York
$228M +$63M +38% 6.58% 66.5% 11 18.18%
ESB
4190
Essex Savings Bank
Connecticut
$228M +$4.26M +2% 8.23% 84.5% 199 3.52%
NIM
4191
Nicollet Investment Management
Minnesota
$228M +$5.48M +2% 2.85% 83.3% 67 7.46%
SAM
4192
Serengeti Asset Management
New York
$228M -$78.3M -26% 1.79% 14.9% 41 87.8%
HWA
4193
Heritage Way Advisors
Illinois
$228M +$11M +5% 6.54% 79.4% 68 8.82%
HCM
4194
Hillman Capital Management
Maryland
$228M +$42.8M +23% 10.4% 20.2% 49 18.37%
GCA
4195
GSI Capital Advisors
California
$228M +$63.3M +39% 8.34% 39.7% 38 52.63%
WPP
4196
Whalerock Point Partners
Rhode Island
$227M +$16.6M +8% 5.68% 103% 140 7.14%
PCA
4197
Prospect Capital Advisors
California
$227M -$15.1M -6% 18.3% 202% 34 44.12%
SRSA
4198
S.R. Schill & Associates
Washington
$227M +$10.2M +5% 5.51% 36.7% 92 17.39%
VCM
4199
Verde Capital Management
Michigan
$227M +$26M +13% 3.03% 65.8% 42 19.05%
CP
4200
Capital Planning
Washington
$227M +$13.2M +6% 4.96% 68.9% 68 14.71%